Bubble Rock Advisors, LLC

Bubble Rock Advisors, LLC Advisory firm serving small and medium sized businesses
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Our mission at Bubble Rock Advisors is to revolutionize the way small businesses manage their finances by offering customized, human-centered solutions that go beyond the impersonal approach of large firms. We address the critical financial challenges faced by our clients—improving cash flow, boosting profitability, and minimizing tax liabilities—by delivering data-driven strategies that foster gr

owth, stability, and long-term success. We are committed to providing honest, transparent, and tailored financial advice that empowers our clients to achieve their full potential.

If you rent out your primary residence or vacation home for no more than 14 days, you don’t have to report the income. (...
06/24/2026

If you rent out your primary residence or vacation home for no more than 14 days, you don’t have to report the income. (But you can’t deduct related expenses, such as advertising and cleaning.) If you rent it out for more than 14 days, the income is taxable. And you may be able to deduct expenses such as utilities, repairs, insurance and depreciation. Exactly what you can deduct depends on personal vs. rental use. The rules are complex, but tax savings opportunities are available. Call us at 770-847-0950 to learn more.

A mission statement is a concise, formal declaration of a business’s core purpose. The right one can serve as a rallying...
06/22/2026

A mission statement is a concise, formal declaration of a business’s core purpose. The right one can serve as a rallying cry for employees and a powerful marketing tool that attracts customers and drives revenue. So, whether you’re writing one for the first time or revising it during a rebrand, craft yours carefully. It can have a surprising impact on your bottom line. Please call us at 770-847-0950 for help aligning your company’s core purpose with its financial parameters and strategic objectives.

A summer job is a great way for teens to earn extra cash, but it also comes with tax responsibilities. Anyone with self-...
06/19/2026

A summer job is a great way for teens to earn extra cash, but it also comes with tax responsibilities. Anyone with self-employed income over $400, such as earnings from mowing lawns or babysitting, must file an income tax return and may owe self-employment tax. If a teen works for an employer that withholds payroll taxes, the filing threshold is higher: $16,100 for 2026. In this case, the teen usually won’t owe income tax and may receive a refund if taxes were withheld. Call us at 770-847-0950 with questions.

The stepped-up basis rules can reduce capital gains tax for family members who inherit your assets. Under these rules, w...
06/17/2026

The stepped-up basis rules can reduce capital gains tax for family members who inherit your assets. Under these rules, when your loved one inherits an asset, its tax basis is “stepped up” to its fair market value at the time of your death. If the heir later sells the asset, he or she will owe capital gains tax only on any appreciation after your date of death, rather than on the entire gain since you acquired it. Investment accounts, business interests, real estate and personal property are among the assets affected by the stepped-up basis rules. Call us at 770-847-0950 for details.

Imagine if a fraud perpetrator wiped out your 401(k) account balance overnight. Would you still be able to retire? Milli...
06/15/2026

Imagine if a fraud perpetrator wiped out your 401(k) account balance overnight. Would you still be able to retire? Millions of dollars in U.S. retirement plans have been stolen thanks to hackers, identity thieves and social engineers, such as scammers using phishing emails to obtain financial and other personal information. But you can protect your hard-earned savings! Call us 770-847-0950 for retirement planning help.

Boat owners may qualify for federal income tax breaks — but only if the boat meets specific requirements. For example, a...
06/12/2026

Boat owners may qualify for federal income tax breaks — but only if the boat meets specific requirements. For example, a vessel with sleeping, cooking and toilet facilities could qualify as a home for the mortgage interest itemized deduction. Itemizers may also be able to deduct eligible state and local sales tax paid on a boat, subject to applicable limits. Vessels used in bona fide businesses, such as charter fishing or sightseeing, can generate deductible business expenses. Before assuming your boat delivers tax savings, contact us at 770-847-0950 to learn more. We can help determine your vessel’s eligibility and provide guidance on substantiating any write-offs.

Your 2025 individual income tax return can provide a treasure trove of tax-planning ideas for 2026. We can dig into your...
06/10/2026

Your 2025 individual income tax return can provide a treasure trove of tax-planning ideas for 2026. We can dig into your 1040 and uncover potential strategies you can implement this year to reduce your 2026 taxes. We also can assist with filing extended 2025 returns. Call us at 770-847-0950 to set up an appointment.

No two taxpayers are exactly alike — so your tax strategies shouldn’t be either. Our firm provides customized tax planni...
06/08/2026

No two taxpayers are exactly alike — so your tax strategies shouldn’t be either. Our firm provides customized tax planning for individuals and businesses. We can identify opportunities to reduce taxes in your specific situation while helping you stay compliant with changing tax laws. Call us at 770-847-0950 to get started.

Are rental real estate activities eligible for the qualified business income (QBI) deduction? The answer is a distinct “...
06/05/2026

Are rental real estate activities eligible for the qualified business income (QBI) deduction? The answer is a distinct “maybe.” This tax break allows eligible sole proprietors and owners of “pass-through” entities to deduct up to 20% of QBI. Pass-through entities include partnerships, S corporations and most limited liability companies. However, income from a rental real estate activity is QBI only if the activity rises to the level of a trade or business or meets an IRS safe harbor, which generally requires separate records, sufficient rental services and specific documentation. Various limits and other restrictions also apply. Call us at 770-847-0950 to learn more.

When you’re busy running a business, it’s easy to overlook or dismiss the warning signs of financial distress. Rising em...
06/03/2026

When you’re busy running a business, it’s easy to overlook or dismiss the warning signs of financial distress. Rising employee turnover can signal internal strain. Cash flow issues may indicate slow collections or weak working capital practices. And sudden external shifts — such as interest rate volatility, cost increases or supply chain disruptions — can take a toll on otherwise healthy businesses. Supplementing your company’s year-end financial statements with interim reports or targeted agreed-upon procedures can help you spot problems early and take prompt corrective action. Contact us at 770-847-0950 to learn more.

Address

44 Milton Avenue
Alpharetta, GA
30022

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+17708470950

Website

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